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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,163 | $142,392-16.3% | $119,622-0.4% | $134,532-11.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.68% | -12.46%-5.2pp | -14.98%-2.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,619 | $5,224-49.9% | $4,232-38.1% | $4,741-44.8% |
| Participant deferral / active EE | $9,733 | $6,467+50.5% | $5,601+73.8% | $6,401+52.1% |
| Admin fee / account holder | $34,334 | $13,593+152.6% | $10,328+232.4% | $11,429+200.4% |